Backed by Techstars.
About the role
The Strategic Growth team is responsible for bringing top-producing financial advisors to Savvy and plays a critical role in the company’s continued growth.
What they're looking for
- 5+ years of relevant sales experience in quota-carrying roles
- Experience with deal sizes of $150K to $1M ARR
- Experience working with deal cycles ranging from 1–12 months
- Experience selling to senior executives and owners
- Proficiency with revenue-related technology, such as AI (Claude, ChatGPT, etc.) CRM tools (e.g., Salesforce) and sales and marketing tools (e.g., LInkedIn, Outreach, Gong, etc.)
More about this role
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth...
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